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Liberty Broadband Corp（LBRDA）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是Ribbon Communications Inc.的1.6倍（$261.0M vs $162.6M），Liberty Broadband Corp净利率更高（146.7% vs 54.8%，领先92.0%），Liberty Broadband Corp同比增速更快（6.1% vs -10.3%），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -8.1%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
LBRDA vs RBBN — 直观对比
营收规模更大
LBRDA
是对方的1.6倍
$162.6M
营收增速更快
LBRDA
高出16.4%
-10.3%
净利率更高
LBRDA
高出92.0%
54.8%
两年增速更快
LBRDA
近两年复合增速
-8.1%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $162.6M |
| 净利润 | $383.0M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 15.7% | 37.6% |
| 净利率 | 146.7% | 54.8% |
| 营收同比 | 6.1% | -10.3% |
| 净利润同比 | 96.4% | — |
| 每股收益（稀释后） | $2.68 | $0.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LBRDARBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | — | $227.3M | ||
| Q3 25 | — | $215.4M | ||
| Q2 25 | $261.0M | $220.6M | ||
| Q1 25 | $266.0M | $181.3M | ||
| Q4 24 | $263.0M | $251.4M | ||
| Q3 24 | $262.0M | $210.2M | ||
| Q2 24 | $246.0M | $192.6M |
净利润LBRDARBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-12.1M | ||
| Q2 25 | $383.0M | $-11.1M | ||
| Q1 25 | $268.0M | $-26.2M | ||
| Q4 24 | $291.0M | — | ||
| Q3 24 | $142.0M | $-13.4M | ||
| Q2 24 | $195.0M | $-16.8M |
毛利率LBRDARBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率LBRDARBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | 15.7% | 1.9% | ||
| Q1 25 | 16.2% | -10.8% | ||
| Q4 24 | 4.9% | 13.2% | ||
| Q3 24 | 11.5% | -0.4% | ||
| Q2 24 | 8.5% | -1.0% |
净利率LBRDARBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | 146.7% | -5.0% | ||
| Q1 25 | 100.8% | -14.5% | ||
| Q4 24 | 110.6% | — | ||
| Q3 24 | 54.2% | -6.4% | ||
| Q2 24 | 79.3% | -8.7% |
每股收益（稀释后）LBRDARBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | $2.68 | $-0.06 | ||
| Q1 25 | $1.87 | $-0.15 | ||
| Q4 24 | $2.04 | $0.05 | ||
| Q3 24 | $0.99 | $-0.08 | ||
| Q2 24 | $1.36 | $-0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $180.0M | $67.6M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $419.1M |
| 总资产 | $16.6B | — |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRDARBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | — | $96.4M | ||
| Q3 25 | — | $74.8M | ||
| Q2 25 | $180.0M | $60.5M | ||
| Q1 25 | $226.0M | $71.2M | ||
| Q4 24 | $163.0M | $87.8M | ||
| Q3 24 | $168.0M | $37.2M | ||
| Q2 24 | $73.0M | $64.6M |
总债务LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | $3.1B | $346.5M | ||
| Q1 25 | $3.8B | $347.4M | ||
| Q4 24 | $3.8B | $348.3M | ||
| Q3 24 | $3.7B | $349.1M | ||
| Q2 24 | $3.6B | $350.0M |
股东权益LBRDARBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | — | $449.0M | ||
| Q3 25 | — | $360.1M | ||
| Q2 25 | $10.4B | $370.4M | ||
| Q1 25 | $10.1B | $381.8M | ||
| Q4 24 | $9.8B | $404.6M | ||
| Q3 24 | $9.5B | $395.5M | ||
| Q2 24 | $9.3B | $405.0M |
总资产LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $16.6B | $1.1B | ||
| Q1 25 | $17.0B | $1.1B | ||
| Q4 24 | $16.7B | $1.2B | ||
| Q3 24 | $16.3B | $1.1B | ||
| Q2 24 | $16.0B | $1.1B |
负债/权益比LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | 0.30× | 0.94× | ||
| Q1 25 | 0.38× | 0.91× | ||
| Q4 24 | 0.38× | 0.86× | ||
| Q3 24 | 0.39× | 0.88× | ||
| Q2 24 | 0.39× | 0.86× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $91.0M | — |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 14.2% | — |
| 资本支出强度资本支出/营收 | 20.7% | — |
| 现金转化率经营现金流/净利润 | 0.24× | — |
| 过去12个月自由现金流最近4个季度 | $-49.0M | — |
8季度趋势，按日历期对齐
经营现金流LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2M | ||
| Q3 25 | — | $26.5M | ||
| Q2 25 | $91.0M | $-795.0K | ||
| Q1 25 | $78.0M | $-3.5M | ||
| Q4 24 | $1.0M | $61.8M | ||
| Q3 24 | $24.0M | $-14.8M | ||
| Q2 24 | $27.0M | $-9.8M |
自由现金流LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | $37.0M | $-6.5M | ||
| Q1 25 | $13.0M | $-15.7M | ||
| Q4 24 | $-63.0M | $53.8M | ||
| Q3 24 | $-36.0M | $-23.7M | ||
| Q2 24 | $-35.0M | $-12.9M |
自由现金流率LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | 14.2% | -2.9% | ||
| Q1 25 | 4.9% | -8.7% | ||
| Q4 24 | -24.0% | 21.4% | ||
| Q3 24 | -13.7% | -11.3% | ||
| Q2 24 | -14.2% | -6.7% |
资本支出强度LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 20.7% | 2.6% | ||
| Q1 25 | 24.4% | 6.7% | ||
| Q4 24 | 24.3% | 3.2% | ||
| Q3 24 | 22.9% | 4.2% | ||
| Q2 24 | 25.2% | 1.6% |
现金转化率LBRDARBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.14× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LBRDA
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
